Tyler Solis (CRD# 7121970) is an Investment Advisor Representative working at Citizens Securities, Inc. in Greensburg, PA and has over 4 years of experience in the finance industry. Tyler Solis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1498908
Robert W. Baird & Company Incorporated
CRD# 1523919
Trustmont Advisory Group, Inc.
CRD# 6747556
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | North Huntingdon, PA | Oct 2020 - Current | 3 |
| Greensburg Central Catholic High School | Greensburg, PA | Feb 2016 - Sep 2021 | 5 |
| Citizens Securities, Inc. | Canton, MA | May 2019 - Oct 2020 | 1 |
| Citizens Bank | Latrobe, PA | Mar 2019 - Oct 2020 | 1 |
| William Penn Association | Pittsburgh, PA | May 2017 - Mar 2019 | 1 |
| Rivers Casino At Pittsburgh | Pittsburgh, PA | Nov 2011 - Jul 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2019 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
- AZ
- FL
- NJ
- PA
- SC
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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